How to automatically generate reports and proposals in PDF with artificial intelligence
In Jestor, you simply describe in text the kind of report or proposal you want — for example, "generate a report of this deal with an executive summary and next steps" — and the AI pulls the information from the record itself and builds the PDF in a few clicks, with no manual layout work.
What problem does AI-generated PDF creation solve?
Building a sales proposal or internal report usually means copying data from the system into a text editor, formatting it, reviewing the layout, and only then sending it out. That eats up time for both sales and operations teams every time someone asks for "send me a summary of this" or "I need a proposal for this client."
How does AI-powered PDF generation work in Jestor?
- Just describe what you want in the record's PDF field: for example, ask for a report to present to your manager, with an executive summary and next steps, in a professional style and with colors that make sense.
- The AI uses information already present in the record — deal data, customer data, values, etc. — to build the content, with no manual typing.
- The generated PDF is saved in the card's own attachment field, with a version history, and can be regenerated with adjustments at any time, like "swap the gray for dark green."
- It also pulls data from connected records: a purchase order with three linked quotes, for example, can bring all three quotes into the same PDF.
- It works for formal documents — which sometimes need a signature — as well as quick internal reports, from project status to discount authorization requests.
| Document type | Data source | Common use |
|---|---|---|
| Internal report | Data from the record itself | Project status, authorization requests |
| Sales proposal | Deal and customer data | Sent to clients, may require a signature |
| Document with connected records | Main record + linked tables | Purchase order with multiple quotes |
To configure automatic PDF generation:
- In the form editor, add the "PDF Maker" block.
- Choose the attachment field where the PDF will be saved.
- Select which fields from the record — and from connected tables, if any — go into the report.
- Write the general rule for what the AI should generate.
This rule can apply to the whole process, or someone can request a different style with each generation.
Why choose Jestor to generate reports and proposals?
Jestor generates this report without leaving the record that originated the information — the PDF is born inside the card itself, can be reused by an automation (to send it automatically once generated, for example), and stays traceable alongside the rest of the process.
Frequently asked questions
Do I need to set up a fixed PDF template?
No. You can set a default rule per process or request a different style each time it's generated.
Does the AI use data from tables connected to the record?
Yes, it's possible to bring information from connected records into the same PDF.
Can I reuse a previously generated PDF as a reference?
Yes, a previous PDF can serve as an example for the AI to follow the same pattern in future generations.
Can the report include a signature area?
Yes, just request that in the PDF Maker rule.
Reference video
Check out the Jestor YouTube channel for more content like this.
Discover Jestor
With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.